A Financial Small Cap With A Huge Opportunity

Good morning,

Today we’re excited to share with you an exciting young company that we found in the financial infrastructure space.

This business sits inside global financial markets where it enjoys high switching costs and upsell opportunities. It provides ultra-low latency, exchange-approved cloud environments to brokers, hedge funds and trading venues. And its newer cloud offerings nearly tripled revenue year-on-year.

At today’s valuation under £200 million, the market seems to assume that margins remain capped and capital intensity persists indefinitely.

On the contrary, we see a founder-led business and future compounder with a huge opportunity ahead.

Let’s take a closer look…